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Infusive

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uuid003dric

Namestring
Infusive
Legal namestring
Infusive Asset Management Limited
Websiteurl
infusive.com
Company typeenum
Private
Founded yearint
2016
Descriptiontext

Infusive is a privately held, consumer-sector-focused investment management firm founded in 2016 by Luca Padulli. The firm manages the Consumer Alpha Global Leaders Fund, a UCITS vehicle structured under Ireland's MontLake Oriel UCITS Platform ICAV with daily liquidity, targeting 7-11% net returns with lower volatility than global equities. The portfolio is a high-conviction, global equity strategy focused on consumer digital, consumer discretionary, and consumer staples. As of November 30, 2025, fund AUM stood at $148M with total company AUM of approximately $300M, and the Class A share class delivered 13.4% YTD and 47.9% since-inception returns.

The firm's core differentiator is an AI-augmented investment process built on a proprietary, curated knowledge base of tens of thousands of documents that compounds daily in volume and context. The team claims 100+ years of collective global investing experience and applies multi-level AI analysis (company-specific, sector, thematic, cross-region) for scenario analysis, bias reduction during volatile markets, and rapid reaction to market shifts. The team is described as small and AI-enabled, with senior figures drawn from Soros Fund Management, MF Global, BTIG, Bennelong Asset Management, UBS, Credit Suisse, and Nomura.

Revenue is generated via management fees on AUM, with three fee tiers: Class A institutional at 1.00% with a $5M minimum, Class B retail at 1.25% with a $50K minimum, and Class BB retail at 1.575% with no minimum. Distribution is multi-jurisdictional via Allfunds, Clearstream, Waystone (UK/EEA/Switzerland), and Sanlam Private Wealth (Australia), targeting professional, wholesale, and institutional investors globally. Ownership sits with Gyde Equities Limited (Guernsey parent), controlled by Achernar Asset AG, backed by the Italian Agusta and Padulli families and Infusive's executive leadership; Jack Dwyer joined as CEO in 2023 following Gyde's acquisition of Conduit Capital.

Short descriptiontext

Infusive is a privately held investment management firm running the Consumer Alpha Global Leaders Fund, a UCITS equity strategy focused on global consumer companies, augmented by a proprietary AI-driven research process, serving professional and institutional investors across the UK, US, Europe, and APAC.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices7 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
asset management services, consumer equity investing, UCITS fund management, AI-augmented investing, global consumer strategy
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Open-End Investment Funds525910
SIC code1 code
  • Investment Advice6282
Product category
Asset Management (Consumer Equities)
Social media profiles1 record
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Management Fees
TypeSubscription Recurring
Description

The firm charges management fees on assets under management: Class A at 1.00%, Class B at 1.25%, and Class BB at 1.575%. The fund targets professional and institutional investors with minimum investments of $5,000,000 for Class A and $50,000 for Class B.

infusive.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels5 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Pricing details3 tiers
1Class A Institutional - USD, EUR, GBP, CHF
ModelSubscriptionBilling cadenceAnnual
Notes

Minimum initial investment: $5,000,000 (or equivalent in other currencies). Management fee: 1.00%.

infusive.com
2Class B Retail - USD, EUR, GBP, CHF
ModelSubscriptionBilling cadenceAnnual
Notes

Minimum initial investment: $50,000 (or equivalent). Management fee: 1.25%.

infusive.com
3Class BB Retail - USD, EUR
ModelSubscriptionBilling cadenceAnnual
Notes

No minimum investment. Management fee: 1.575%.

infusive.com
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Infusive operates an AI-augmented investment management firm offering the Consumer Alpha Global Leaders Fund, a UCITS-regulated fund investing in a high-conviction portfolio of listed consumer businesses across consumer digital, discretionary, and staples sectors. The firm uses a proprietary knowledge base of tens of thousands of documents and an AI-augmented research process to identify companies with durable consumer demand, pricing power, and brand loyalty. The fund is distributed to professional and institutional investors via Allfunds and Clearstream platforms across multiple share classes and major currencies.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • Target net returns of 7-11% with lower volatility than global equities
+1 more record
Product overview1 text field

Infusive is a consumer-focused investment management firm offering a single core product: the Consumer Alpha Global Leaders Fund (UCITS). This fund provides exposure to a high-conviction portfolio of publicly listed consumer companies across consumer digital, consumer discretionary, and consumer staples sectors. The firm's AI-augmented investment process differentiates its approach, enabling rapid insights and scenario analysis. The fund is accessible via Allfunds and Clearstream distribution platforms with multiple share classes (Class A institutional, Class B retail, Class BB retail) across USD, EUR, CHF, GBP, and AUD currencies. The fund was launched in June 2019 and is structured as part of the MontLake Oriel UCITS Platform ICAV.

Product and service1 record
1Consumer Alpha Global Leaders Fund
CategoryUCITS Investment Fund (Global Consumer Equities)
Description

A UCITS fund investing in a high-conviction portfolio of listed consumer businesses across consumer digital, discretionary, and staples sectors. Targets 7-11% net returns with lower volatility than global equities. Structured as an ICAV in Ireland with daily liquidity and distributed to professional and institutional investors via Allfunds and Clearstream. Offered in three share classes — Class A institutional ($5M minimum, 1.00%), Class B retail ($50K minimum, 1.25%), and Class BB retail (no minimum, 1.575%) — across USD, EUR, GBP, CHF, and AUD.

Scale indicator9 records

Each record includes

Type, Value, Description, Source

Partnership6 partners
Strategic tierCoreTypeImplementation/ SI/ Consulting Partner
Description

Designated management company for the MontLake Oriel UCITS Platform ICAV, regulated by the Central Bank of Ireland. Responsible for fund management oversight.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Authorized distribution partner for the fund in the EEA region, authorized in Ireland under MiFID II.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

FCA authorized and regulated distributor responsible for fund marketing in the United Kingdom.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Australian financial services licensee. Infusive Asset Management Pty Limited is a Corporate Authorised Representative (No. 1282095) of Sanlam Private Wealth (AFS License No. 337927), enabling fund distribution in Australia.

Strategic tierMinorTypeChannel Partner/ Reseller/ Distributor
Description

Swiss representative for fund distribution in and from Switzerland, located at Avenue Villamont 17, 1005 Lausanne.

Strategic tierMinorTypeChannel Partner/ Reseller/ Distributor
Description

Swiss paying agent for fund units distributed in or from Switzerland.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Customer concentration

Classification, Details

Named customers2 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

Integration2 records

Each record includes

Title, Type, Description, Source

AI capability4 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles7 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries3 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Infusive

Asset Management (Consumer Equities)infusive.com

Infusive is a privately held investment management firm running the Consumer Alpha Global Leaders Fund, a UCITS equity strategy focused on global consumer companies, augmented by a proprietary AI-driven research process, serving professional and institutional investors across the UK, US, Europe, and APAC.

What Infusive does

Infusive is a privately held, consumer-sector-focused investment management firm founded in 2016 by Luca Padulli. The firm manages the Consumer Alpha Global Leaders Fund, a UCITS vehicle structured under Ireland's MontLake Oriel UCITS Platform ICAV with daily liquidity, targeting 7-11% net returns with lower volatility than global equities. The portfolio is a high-conviction, global equity strategy focused on consumer digital, consumer discretionary, and consumer staples. As of November 30, 2025, fund AUM stood at $148M with total company AUM of approximately $300M, and the Class A share class delivered 13.4% YTD and 47.9% since-inception returns.

The firm's core differentiator is an AI-augmented investment process built on a proprietary, curated knowledge base of tens of thousands of documents that compounds daily in volume and context. The team claims 100+ years of collective global investing experience and applies multi-level AI analysis (company-specific, sector, thematic, cross-region) for scenario analysis, bias reduction during volatile markets, and rapid reaction to market shifts. The team is described as small and AI-enabled, with senior figures drawn from Soros Fund Management, MF Global, BTIG, Bennelong Asset Management, UBS, Credit Suisse, and Nomura.

Revenue is generated via management fees on AUM, with three fee tiers: Class A institutional at 1.00% with a $5M minimum, Class B retail at 1.25% with a $50K minimum, and Class BB retail at 1.575% with no minimum. Distribution is multi-jurisdictional via Allfunds, Clearstream, Waystone (UK/EEA/Switzerland), and Sanlam Private Wealth (Australia), targeting professional, wholesale, and institutional investors globally. Ownership sits with Gyde Equities Limited (Guernsey parent), controlled by Achernar Asset AG, backed by the Italian Agusta and Padulli families and Infusive's executive leadership; Jack Dwyer joined as CEO in 2023 following Gyde's acquisition of Conduit Capital.

Infusive firmographics

Firmographics
Name
Infusive
Legal name
Infusive Asset Management Limited
Website
https://infusive.com
Company type
Private
Founded year
2016
Operating status
Operating
Headcount range
11–50 employees
Short description
Infusive is a privately held investment management firm running the Consumer Alpha Global Leaders Fund, a UCITS equity strategy focused on global consumer companies, augmented by a proprietary AI-driven research process, serving professional and institutional investors across the UK, US, Europe, and APAC.
Ownership category
akta.pro rank

Where Infusive is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Offices7 records

Markets served

Infusive business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

  1. Investment Management Fees: The firm charges management fees on assets under management: Class A at 1.00%, Class B at 1.25%, and Class BB at 1.575%. The fund targets professional and institutional investors with minimum investments of $5,000,000 for Class A and $50,000 for Class B.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualClass A Institutional - USD, EUR, GBP, CHF
SubscriptionAnnualClass B Retail - USD, EUR, GBP, CHF
SubscriptionAnnualClass BB Retail - USD, EUR

Go-to-market motion2 records

Distribution channels5 records

Marketing channels5 records

Infusive product offering

Product offering

Core offering

Infusive operates an AI-augmented investment management firm offering the Consumer Alpha Global Leaders Fund, a UCITS-regulated fund investing in a high-conviction portfolio of listed consumer businesses across consumer digital, discretionary, and staples sectors. The firm uses a proprietary knowledge base of tens of thousands of documents and an AI-augmented research process to identify companies with durable consumer demand, pricing power, and brand loyalty. The fund is distributed to professional and institutional investors via Allfunds and Clearstream platforms across multiple share classes and major currencies.

Product overview

Infusive is a consumer-focused investment management firm offering a single core product: the Consumer Alpha Global Leaders Fund (UCITS). This fund provides exposure to a high-conviction portfolio of publicly listed consumer companies across consumer digital, consumer discretionary, and consumer staples sectors. The firm's AI-augmented investment process differentiates its approach, enabling rapid insights and scenario analysis. The fund is accessible via Allfunds and Clearstream distribution platforms with multiple share classes (Class A institutional, Class B retail, Class BB retail) across USD, EUR, CHF, GBP, and AUD currencies. The fund was launched in June 2019 and is structured as part of the MontLake Oriel UCITS Platform ICAV.

Differentiator

Problem solved

Functional benefit

Products and services

  • Consumer Alpha Global Leaders Fund A UCITS fund investing in a high-conviction portfolio of listed consumer businesses across consumer digital, discretionary, and staples sectors. Targets 7-11% net returns with lower volatility than global equities. Structured as an ICAV in Ireland with daily liquidity and distributed to professional and institutional investors via Allfunds and Clearstream. Offered in three share classes — Class A institutional ($5M minimum, 1.00%), Class B retail ($50K minimum, 1.25%), and Class BB retail (no minimum, 1.575%) — across USD, EUR, GBP, CHF, and AUD.

Quantifiable outcome

  • Target net returns of 7-11% with lower volatility than global equities
  • +1 more outcomes

Companies that use Infusive

Customer profile

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Infusive technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability4 records

Feature3 records

Infusive partnerships and signals

Strategic signal

Partnerships

Six partnerships are on record, tiered core and minor.

  • Waystone Management Company (IE) LimitedcoreImplementation/ SI/ Consulting PartnerDesignated management company for the MontLake Oriel UCITS Platform ICAV, regulated by the Central Bank of Ireland. Responsible for fund management oversight.
  • Waystone Investment Management (IE) LimitedcoreChannel Partner/ Reseller/ DistributorAuthorized distribution partner for the fund in the EEA region, authorized in Ireland under MiFID II.
  • Waystone Financial Investments LimitedcoreChannel Partner/ Reseller/ DistributorFCA authorized and regulated distributor responsible for fund marketing in the United Kingdom.
  • Sanlam Private WealthcoreChannel Partner/ Reseller/ DistributorAustralian financial services licensee. Infusive Asset Management Pty Limited is a Corporate Authorised Representative (No. 1282095) of Sanlam Private Wealth (AFS License No. 337927), enabling fund distribution in Australia.
  • Waystone Fund Services (Switzerland) SAminorChannel Partner/ Reseller/ DistributorSwiss representative for fund distribution in and from Switzerland, located at Avenue Villamont 17, 1005 Lausanne.
  • NPB Neue Privat Bank AGminorChannel Partner/ Reseller/ DistributorSwiss paying agent for fund units distributed in or from Switzerland.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Infusive competitors and assessment

Company assessment

Market position

Weaknesses5 records

Competitive moat5 records

Customer concentration

Infusive social profiles

Digital presence

Infusive financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Infusive leadership team

Management profile

Number of profiles

Profiles7 records

Infusive subsidiaries and ownership

Company hierarchy

Subsidiaries3 records

Infusive funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Infusive M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Infusive

What does Infusive do?

Infusive operates an AI-augmented investment management firm offering the Consumer Alpha Global Leaders Fund, a UCITS-regulated fund investing in a high-conviction portfolio of listed consumer businesses across consumer digital, discretionary, and staples sectors. The firm uses a proprietary knowledge base of tens of thousands of documents and an AI-augmented research process to identify companies with durable consumer demand, pricing power, and brand loyalty. The fund is distributed to professional and institutional investors via Allfunds and Clearstream platforms across multiple share classes and major currencies.

Is Infusive a public or private company?

Infusive is a private company. It is classified as family owned and is currently operating.

When was Infusive founded?

Infusive was founded in 2016. It employs 11 to 50 people.

Where is Infusive based?

Infusive is headquartered in New York, United States, in the North America region.

How does Infusive make money?

One revenue line is on record: investment Management Fees.

Does Infusive have an API?

No public API is recorded for Infusive.

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Live signals
MarketBeatInfusive Asset Management Inc. Increases Position in The TJX Companies, Inc. $TJXInfusive Asset Management increased its TJX Companies stake by 30.1% in Q1, holding 27,730 shares worth $3.378 million. Analysts rate the stock a Buy with a consensus target of $147.58, and TJX reported Q2 EPS of $1.10, beating estimates.MarketBeatChipotle Mexican Grill, Inc. $CMG Shares Sold by Infusive Asset Management Inc.Infusive Asset Management cut its Chipotle stake by 42.8% in Q1, selling 43,305 shares and holding 57,764 shares worth $2.9 million. Other funds like Revolve Wealth and Bank Pictet increased positions, while analysts rate the stock a Moderate Buy with a $59.93 average target.PR NewswireInfusive Asset Management Closing its Infusive Compounding Global Equities ETF (NYSE: JOYY)Infusive Asset Management has approved a plan to liquidate the Infusive Compounding Global Equities ETF (JOYY) on or about June 17, 2022. Trading of the fund's shares on the NYSE Arca is scheduled to halt following the close of business on June 10, 2022, after which outstanding shares will be automatically redeemed at their net asset value.PR NewswireInfusive Wins UCITS Hedge Awards 2021 for the second year running, Showing Exceptional Growth During the PandemicInfusive Asset Management's Consumer Alpha Global Leaders Fund won the Best Performing Fund award in the Equity Long/Short Consumer category at the UCITS Hedge Awards 2021, marking its second consecutive win in this category. The firm grew its assets under management from $100 million in early 2020 to $650 million, while the UCITS Fund delivered a +43% return in 2020 and surpassed +100% cumulative return since its 2016 launch. The fund's investment strategy focuses on top-tier consumer brands offering products associated with entertainment, convenience, health benefits, indulgence, and cosmetics.PR NewswireInfusive Exceeds $500 Million in Assets Under Management, Surpasses +100% Cumulative Return since InceptionInfusive Asset Management announced that it has exceeded $500 million in assets under management and its UCITS fund achieved over 100% cumulative return since inception. The firm's Consumer Alpha ETF (JOYY) also recorded a 31% gain for 2020, driven by investments in consumer-focused brands. CEO Andrea Ruggeri stated the firm aims to build on this momentum as the economy reopens.PR NewswireFinding JOYY In All the Right Places: Invest in Infusive Asset Management's Compounding Global Equities ETF (NYSE: JOYY)Infusive Asset Management issued a press release clarifying that its ETF, the Infusive Compounding Global Equities ETF (NYSE: JOYY), is unrelated to YY Inc. (NASDAQ: JOYY) despite sharing the same ticker symbol. The firm described its investment strategy as focusing on consumer brands that generate stable revenue through products eliciting joy and happiness.Business InsiderThe virtual at-home fitness boom is here to stay and will usher in a new era of exercising that will last long after the pandemic subsides, experts sayExperts say the pandemic accelerated a lasting shift toward virtual fitness, with on-demand programs now ubiquitous. Infusive's Matthew Schopfer predicts permanent consumer behavior change, while fitness chains like Retro Fitness and CycleBar are integrating virtual offerings. Membership levels may never return to pre-pandemic levels.